Brad Penter

Brad Penter

Atlanta
Localization pin icon
Atlanta

Brad is a vice president in our Atlanta consulting office.

Brad Penter, CFA, CAIA, is a vice president in Callan’s Atlanta consulting office. His responsibilities include supporting clients and consultants in the areas of performance evaluation, strategic planning and implementation, investment manager review, and the coordination of special client proposals and requests. Brad is a shareholder of the firm.

Prior to joining Callan in 2016, Brad worked as a client service associate at Invesco in the investment services group. As a client service associate, Brad supported investment centers in their monthly and quarterly reporting, and helped with special projects. Prior to Invesco, Brad worked for the Henssler Financial Group as a research intern supporting the research team.

Brad graduated from Auburn University with a BS in business administration with a major in finance. He is a holder of the right to use the Chartered Financial Analyst® designation and is a member of CFA Institute and CFA Society Atlanta. Brad has also earned the right to use the Chartered Alternative Investment Analyst designation.

Most Recent Research

In the News

No data was found

Want to reach a member of our team? Contact Callan today.

Callan Family Office

You are now leaving Callan LLC’s website and going to Callan Family Office’s website. Callan Family Office is not affiliated with Callan LLC.  Callan LLC has licensed the Callan® trademark to Callan Family Office for use in providing investment advisory services to ultra-high net worth clients, family foundations, and endowments. Callan Family Office and Callan LLC are independent, unaffiliated investment advisory firms separately registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940.

Callan LLC is not responsible for the services and content on Callan Family Office’s website. Inclusion of this link does not constitute or imply an endorsement, sponsorship, or recommendation by Callan LLC of their website, or its contents, and Callan LLC is not responsible or liable for your use of it. When visiting their website, you are subject to Callan Family Office’s terms of use and privacy policies.